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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,583 | $59,440+123.1% | $78,004+70.0% | $82,637+60.4% |
| Participation rate | 38.6% | 62.8%-24.3pp | 69.4%-30.9pp | 68.1%-29.5pp |
| Annual return | 16.35% | 40.24%-23.9pp | 31.07%-14.7pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,044 | $1,750-40.3% | $2,469-57.7% | $2,552-59.1% |
| Participant deferral / active EE | $2,509 | $3,138-20.1% | $4,092-38.7% | $4,126-39.2% |
| Admin fee / account holder | $4,919 | $5,504-10.6% | $7,578-35.1% | $7,339-33.0% |